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Cumberland Partners’s SPDR Gold Trust GLD Stock Holding History

Cumberland Partners’s Portfolio GLD Stock Details GLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.06M Sell
16,405
-2,203
-12% -$987K 0.54% 39
2025
Q4 		$7.37M Sell
18,608
-1,639
-8% -$626K 0.45% 47
2025
Q3 		$7.2M Buy
20,247
+1,277
+7% +$407K 0.47% 46
2025
Q2 		$5.78M Sell
18,970
-1,545
-8% -$468K 0.4% 51
2025
Q1 		$5.91M Buy
20,515
+8,730
+74% +$2.31M 0.46% 45
2024
Q4 		$2.85M Buy
11,785
+700
+6% +$172K 0.2% 77
2024
Q3 		$2.69M Buy
11,085
+2,650
+31% +$607K 0.19% 80
2024
Q2 		$1.81M Sell
8,435
-3,750
-31% -$811K 0.13% 98
2024
Q1 		$2.51M Sell
12,185
-1,544
-11% -$296K 0.18% 86
2023
Q4 		$2.42M Sell
13,729
-1,916
-12% -$351K 0.22% 77
2023
Q3 		$2.68M Buy
15,645
+3,000
+24% +$536K 0.26% 76
2023
Q2 		$2.25M Sell
12,645
-7,385
-37% -$1.36M 0.21% 86
2023
Q1 		$3.67M Buy
20,030
+2,799
+16% +$493K 0.36% 58
2022
Q4 		$2.92M Sell
17,231
-28,187
-62% -$4.54M 0.31% 67
2022
Q3 		$7.03M Sell
45,418
-23
-0.1% -$3.7K 0.75% 34
2022
Q2 		$7.66M Sell
45,441
-443
-1% -$77.4K 0.73% 35
2022
Q1 		$8.29M Sell
45,884
-1,889
-4% -$331K 0.63% 42
2021
Q4 		$8.17M Sell
47,773
-2,821
-6% -$474K 0.57% 44
2021
Q3 		$8.31M Buy
50,594
+71
+0.1% +$11.9K 0.68% 40
2021
Q2 		$8.37M Buy
50,523
+790
+2% +$134K 0.66% 43
2021
Q1 		$7.96M Sell
49,733
-2,091
-4% -$351K 0.66% 46
2020
Q4 		$9.24M Buy
51,824
+10,096
+24% +$1.78M 0.83% 38
2020
Q3 		$7.39M Sell
41,728
-569
-1% -$102K 0.77% 40
2020
Q2 		$7.08M Buy
42,297
+40,283
+2,000% +$6.5M 0.73% 41
2020
Q1 		$298K Sell
2,014
-20
-1% -$2.98K 0.04% 145
2019
Q4 		$290K Buy
2,034
+90
+5% +$12.6K 0.03% 152
2019
Q3 		$270K Buy
+1,944
New +$270K 0.03% 151
2019
Q1 		– Sell
-1,941
Closed -$235K – 169
2018
Q4 		$235K Buy
1,941
+100
+5% +$11.6K 0.03% 156
2018
Q3 		$208K Hold
1,841
– – 0.02% 177
2018
Q2 		$218K Buy
+1,841
New +$228K 0.02% 179

Other funds holding GLD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Cumberland Partners's GLD Position: Q1 2026 in Review

Cumberland Partners reduced its SPDR Gold Trust (GLD) stake by 12% in Q1 2026, selling an estimated $987K and leaving 16,405 shares worth $7.06M. The position accounts for 0.54% of the portfolio, ranked #39.

Cumberland Partners first reported a position in GLD in Q2 2018 and has held it in 30 quarters since. The position peaked at $9.24M in Q4 2020. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Cumberland Partners held 16,405 shares of SPDR Gold Trust worth $7.06M as of Q1 2026.
  • Cumberland Partners sold 2,203 SPDR Gold Trust shares in Q1 2026, an estimated $987K.
  • SPDR Gold Trust made up 0.54% of Cumberland Partners's portfolio in Q1 2026, its #39 holding.
  • Cumberland Partners first reported a position in SPDR Gold Trust in Q2 2018 and has held it in 30 quarters since.
  • Cumberland Partners's SPDR Gold Trust position peaked at $9.24M in Q4 2020.
  • 3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Cumberland Partners's 13F filing for Q1 2026, filed 14 May 2026.